by Justin Maxwell | May 22, 2025 | Business Success, Tax
Stop Overpaying Capital Gains TaxA Real Couple. A Real Sale. A $558,000 Fork in the Road.The Bigger Win? Control. Not Just a Lower Tax Bill.1. Qualified Opportunity Zone Fund2. Drilling FundThis Isn’t About Luck. It’s About Alignment.Why This Should Worry You (Even If... by Justin Maxwell | May 16, 2025 | Generational, General Financial, Tax
The Hidden Cost of “IRS-Approved” (like Cash Balance Plans)Tax Strategies for Business Owners I’m going to upset some people with this article—and that’s fine by me. Because if you’re a business owner making $300K, $700K, or $1M+ per year, you deserve the truth about... by Justin Maxwell | Mar 31, 2025 | Tax
The Case for Strategic Tax Planning If you’ve spent any time scrolling through financial Twitter or LinkedIn, you’ve probably seen them: the tax “strategy posts.” “Save thousands with a Donor Advised Fund…”“Unlock massive write-offs with cost segregation…”“Use a... by Justin Maxwell | Feb 5, 2025 | Tax
Introduction: The Accountant Dilemma (is your accountant costing you money) Most business owners assume their accountant is doing everything possible to save them money on taxes. After all, they:✅ File everything on time.✅ Keep them compliant.✅ Have never gotten them... by Justin Maxwell | Nov 4, 2024 | Tax
A Lesson from My Son’s Soccer GameAdjusting Speed Throughout the Tax YearAvoid the Cost of Missing OutCreating a Sustainable Tax Planning StrategyConclusion: Adjusting Your Tax Speed for Success Ever see a soccer player sprint the entire game? No chance, right? In... by Justin Maxwell | Oct 16, 2024 | Business Success, Exit Ready, Tax
Understanding the Business Owner QuadrantShifting to the Owner-Investor MindsetThe Power of the Family Office ModelCreating Your Own Family Office EnvironmentIdentifying the Right Tax TeamProactive Tax Planning for WealthDiversifying Income and InsuranceBuilding Your...
